智通财经APP获悉，里昂发布研报称，由于中美药品贸易规模有限，目前预期中国医疗保健行业，特别是创新药领域受到关税政策影响程度相对较小，憧憬在集中带量采购等政策优化下，行业正在向质量驱动型增长转变，因此对中国领先的创新制药公司和分销商仍持乐观看法，预期企业授权许可模式受影响的可能性较低。
里昂现时对中国医疗保健板块选股包含石药集团(01093)、国药控股(01099)、爱尔眼科(300015.SZ)、恒瑞医药(600276.SH)、翰森制药(03692)、康方生物(09926)、康哲药业(00867)、大参林(603233.SH)、华东医药(000963.SZ)、泰格医药(03347)及药明康德(02359)。
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